Charts of the Week
Weekly Research Recap
February 13, 2026
A review of our recent research
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Page 30 of 3383Newsclips
What We’re Reading
February 12, 2026
Commentary & analysis of selected stories on February 12, 2026
Media & Communications
Unless the data weakens, the next rate cut will be perpetually four months away
February 11, 2026
Jim Bianco joins Bloomberg to give his thoughts on this morning's Payrolls Report with Jonathan Ferro and Lisa Abramowicz.
Focused Research
Employment in Pictures – About Those Revisions
February 11, 2026
Annual benchmark revisions removed 861k jobs between April 2024 and March 2025. January's larger-than-expected jobs growth pushed back the timing of rate cuts.
Newsclips
What We’re Reading
February 11, 2026
Commentary & analysis of selected stories on February 11, 2026
Focused Research
Q4 Earnings Update: Beat Rates Right at 5-Year Average
February 10, 2026
With over half of companies reporting earnings, 79% have beaten the median earnings estimate on Wall Street. This is right on the 5-year average beat rate (79%).
Newsclips
What We’re Reading
February 10, 2026
Commentary & analysis of selected stories on February 10, 2026
Focused Research
CoT Commentary: Metals See Selling Pressure
February 9, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Newsclips
What We’re Reading
February 9, 2026
Commentary & analysis of selected stories on February 9, 2026
Newsclips
What We’re Reading
February 6, 2026
Commentary & analysis of selected stories on February 6, 2026
Conference Calls
Warsh, De-Dollarization and a Booming Economy
February 5, 2026
A replay of our February 4, 2026 conference call.
Focused Research
What’s Going on in Japan?
February 5, 2026
Japanese yields have gone vertical and the yen's appreciation might have been the cause of January's market moves.